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PETITION FOR PROBATE AND GRANT OF LETTERS
REGISTER OF WILLS OF CUMBERLAND
COUNTY, PENNSYL VANIA
Estate of STANLEY M. WETMORE
also known as
File Number
a \ b l t)Ldolo
. Deceased
Social Security Number 279-16-6251
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE 'A' or 'B' BELOW:)
IZI A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is / are the alternate Executor
last Will of the Decedent dated MAY 10, 1999 and codicil(s) dated
VIRGINIA WILLIAMS WETMORE. the named Executrix renounced her right to serve.
MARGARET W. CHAPPEN. the named alternate Executor also renounced her ril1:ht to serve.
(State relevant circumstances, e.g., renunciation, death of executor, etc.)
named in the
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the instrument(s) offered
for probate, was not the victim of a killing and was never adjudicated an incapacitated person:
o B. Grant of Letters of Administration
(If applicable, enter: c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate) ~
S2 g
Petiti.o~er(s). after a proper search has / have ascert~e~ that I?ecedent left no Will and ~as survi~ed by the following spou~!j3ty) and h~:
AdmlntstratlOn, c.t.a. or d.b.n.c.t.a., enter date of Will In SectIOn A above and complete list of heirs.) .. '.'.J.U,...... c::
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(COMPLETE IN ALL CASES:) Attach additional sheets ifnecessary.
Decedent was domiciled at death in CUMBERLAND County, Pennsylvania with his / her last principal residence at
5225 WILSON LANE. APT. 2104. MECHANICSBURG. LOWER ALLEN TOWNSHIP. CUMBERLAND COUNTY. PA 17055
(List street address, town/city, township, county, state, zip code)
C,.)
en
Decedent, then 87
years of age, died on MARCH 9, 2007
at BETHANY VILLAGE
Decedent at death owned property with estimated values as follows:
(If domiciled in P A) All personal property
(If not domiciled in PA) Personal property in Pennsylvania
(If not domiciled in PA) Personal property in County
Value of real estate in Pennsylvania
s
S
$
$
178,000.00
0.00
situated as follows:
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of Letters in the appropriate form to
the undersigned:
T ed or rinted name and residence
EDWARD A. WETMORE
3609 HORSHAM DRIVE
MECHANICSBURG, PA 17050
Form RW-02 rev. 10.13.06
Page 1 of2
J'
Oath of Personal Representative
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and correct to the best of
the knowledge and belief ofPetitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly
administer the estate according to law.
before me the
\LQ
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Sworn to or affirmed and subscribed
~
Signature of Personal Representative
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Signature of Personal Representative
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File Number:
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Estate of STANLEY M. WETMORE
, Deceased
Date of Death: MARCH 9. 2007
AND NOW, ao') L. in consideration of the foregoing Petition, satisfactory proof
having been presented before me, T IS REED that Letters TESTAMENTARY
are hereby granted to EDWARD A. WETMORE
in the above estate
Short Certificate(s) . . . . . . . . $
Renunciation(s .......... $
w,
~A1r)
and that the instrument(s) dated MAY 10, 1999
des,ribed in tho pm'::: _ittod to prob"" and filod ofM~an~nt. .
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Attorooy Signatnre: b ~
EDMUND G. MYERS
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Attorney Name:
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Supreme Court I.D. No.: 20558
Address:
JOHNSON, DUFFIE, STEWART & WEIDNER
301 MARKET ST., P. O. BOX 109
LEMOYNE, PA 17043-0109
Telephone:
(717) 761-4540
TOTAL
~
Form RW-02 rev. 10./3.06
Page 20f2
H l 05 }U)) REV ~ /05
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
~/J;~
Local Registrar
Fee for this certificate, $6.00
p
13107914
MAR 1 2 2007
Date
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, PRINT IN
IMANENT
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COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS
CERnFICATE OF DEATH
(See InstNctlOn. end exemp'" on rev_l
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Stan1e M. Wetaore
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I, STANLEY M. WETMORE, of the Borough of Lemoyne, Cumberland Co~,
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OF
STANLEY M. WETMORE
Pennsylvania, declare this to be my Last Will and revoke any Will previously made by me.
ITEM I: DEBTS. I direct that all my debts and funeral expenses, including my
gravemarker, and all expenses of my last illness that my estate is obligated to pay, shall be
paid from my residuary estate as a part of the expense of the administration of my estate.
ITEM II:
I give my tangible personal property, including, but not limited to, any
and all automobiles, furniture, furnishings, china, silverware, jewelry, ornaments, works of
art, books, pictures and wearing apparel, together with all policies of insurance thereon to
my wife, VIRGINIA WILLIAMS WETMORE, if she survives me by thirty (30) days.
;"'"'..
While this bequest is absolute, it is my wish that any memorandum I may leave
addressed to my personal representative indicating my desire with respect to the disposal of
these items, or any of them, shall be regarded.
ITEM III: I devise and bequeath all the rest, residue and remainder of my estate
of every nature and wherever situate as follows:
"
099999-00005/May 5, 1999IHAJ/PARl102867
A.
. .
If my wife, VIRGINIA WILLIAMS WETMORE, survives me (and I
direct that for purposes of this Item of my Will she shall be deemed to have
survived me unless it appears unmistakably that she predeceased me), and if
the federal estate tax due because of my death will be reduced by making this
gift for her benefit, I give, devise and bequeath to my wife, VIRGINIA
WILLIAMS WETMORE, absolutely, the least amount (based upon values
as finally determined for federal estate tax purposes) as shall be needed for
the federal estate tax unlimited marital deduction to reduce the federal estate
tax to the lowest possible figure after full use of all other deductions and
credits allowable in calculating the federal estate tax. However, the state
death tax credit shall only be taken into account to the extent that it does not
increase the amount of tax payable to any state. Accordingly, I direct that:
1. If the marital deduction, or any other similar benefit, is allowable with
respect to any property, including property held by entireties, which
my wife, VIRGINIA WILLIAMS WETMORE, has received prior
to my death or at my death will receive otherwise than pursuant to this
Item III, the value of such property shall be taken into consideration in
calculating the size of the gift under this Item III A.
2. No property ineligible for the marital deduction, or any similar
benefits, shall be distributed to this gift for my wife, VIRGINIA
WILLIAMS WETMORE, pursuant to this Item III A.
3. Either cash or investments or both may be allocated to any gift under
this Item III A.
2
099999-00005/May 5, 1999/HAJ/PAR/102867
~, t.
4. Any property allocated under this Item III A. in kind shall be valued at
the value which it is finally included in my gross estate for federal
estate tax purposes, provided that the aggregate market value thereof
on the date of allocation (plus the value as finally determined for
federal estate tax purposes of all other property qualifying for the
marital deduction) is at least equal to the dollar value of the marital
deduction as finally determined for federal estate tax purposes.
5. If any provision of my Will shall result in depriving my estate of the
marital deduction for federal estate tax purposes, such provision is
hereby revoked and my Will shall be read as if any portion thereof
inconsistent with allowance of the marital deduction for federal estate
tax purposes is null and void.
B. The balance of said rest, residue and remainder of my estate I give, devise and
bequeath, IN TRUST, to the Trustees designated in Item IX of this my Last
Will for the following uses and purposes:
1. In Trustees' discretion to pay the net income therefrom at least as often
as quarter-annually to my wife, VIRGINIA WILLIAMS
WETMORE, for and during her lifetime or to retain same in the Trust
and add it to principle.
2. As much of the principal of this Trust as Trustees in their sole
discretion may from time to time think advisable for my wife's health,
maintenance, and support, or during her illness or emergency shall be
3
099999-00005/May 5, 1999/HAJ/PARl102867
",
either paid to her or else applied directly for her benefit by my
Trustees after taking into account her other readily available assets and
sources of income.
3. Trustees may apply the net income of this Trust for the support of my
wife, VIRGINIA WILLIAMS WETMORE, should she by reason of
age, illness or any other cause in the opinion of my Trustees be
incapable of dispersing it.
4. In addition to the above provisions, my wife shall have the power to
direct Trustees to pay to her or to apply out of the principal in each
year including the year of my death an amount not in excess of the
greater of Five Thousand ($5,000.00) Dollars or five (5%) percent of
the then aggregate value of the Trust principal. This power is not
cumulative and can be exercised only by an instrument in writing
signed by my wife and delivered to Trustees.
5. Upon the death of my wife, VIRGINIA WILLIAMS WETMORE,
the remaining principal and undistributed income (Trust Assets) shall
be distributed as follows:
A. Five Thousand ($5,000.00) Dollars to MOUNT CALVARY
EPISCOPAL CHURCH located in Camp Hill, Pennsylvania.
B. Fifty percent (50%) of the Trust Assets, that is, the total less the
Five Thousand Dollars ($5,000.00) referred to in Paragraph 5A
above, shall be distributed as follows:
4
099999-00005/May 5, 1999/HAJIPAR/102867
'r,
"
. .'
(a) If my son, EDWARD A. WETMORE, is living at the
time of distribution, said fifty percent (50%) shall be
distributed as follows:
(i) Trustees shall hold twelve and one-half (12-
1/2%) percent in trust for the then living children
of my son, EDWARD A. WETMORE. The
Trustees, as they in their sole discretion
determine, may distribute income and principal
for said children's support, health, education and
maintenance; said latter item may include the
distribution for or toward the purchase of a
residential dwelling for said child's personal use.
This Trust shall terminate when the youngest
living child attains the age of twenty-four (24)
years and the then remaining principal and
undistributed income shall be divided into such
numbers of shares so that there shall be one share
for each said child of EDWARD A.
WETMORE then living and one share for the
then living issue (as a group) of each deceased
child of EDWARD A. WETMORE and
distributed. The share for the living issue shall
be distributed, per stirpes. It is my desire, but not
my command, that distributions be substantially
equal and toward that end upon termination the
5
099999-00005/May 5. 1999/HAJ/PARl102867
'/
Trustees may add the amount distributed for the
purchase of a residential dwelling unit (if any) to
the Trust Assets. Said total shall then be divided
by the total number of shares to be distributed
with the amount of a prior residential distribution
being deducted from the share of the child who
received same.
(ii) Thirty-seven and one-half (37-1/2%) percent to
my son, EDWARD A. WETMORE.
(b) If my son, EDWARD A. WETMORE, is not living at
the time of distribution, said fifty percent (50%) shall be
distributed as follow:
(i) Trustees shall hold twenty-five percent (25%) in
trust for the then living children of my son,
EDWARD A. WETMORE. The Trustees, as
they in their sole discretion determine, may
distribute income and principal for said children's
support, health, education and maintenance; said
latter item may include the distribution for or
toward the purchase of a residential dwelling for
said child's personal use. This Trust shall
terminate when the youngest living child attains
the age of twenty-four (24) years and the then
remaining principal and undistributed income
6
099999-D0005/May 5, 1999/HAJ/PARl102867
shall be divided into such numbers of shares so
that there shall be one share for each said child of
EDWARD A. WETMORE then living and one
share for the then living issue (as a group) of
each deceased child of EDWARD A.
WETMORE and distributed. The share for the
living issue shall be distributed, per stirpes. It is
my desire, but not my command, that
distributions be substantially equal and toward
that end upon termination the Trustees may add
the amount distributed for the purchase of a
residential dwelling unit (if any) to the Trust
Assets. Said total shall then be divided by the
total number of shares to be distributed with the
amount of a prior residential distribution being
deducted from the share of the child who
received same.
(ii) Ifmy daughter-in-law, ANN M. WETMORE, is
living at the time of distribution, twenty-five
percent (25%) to said daughter-in-law. If said
daughter-in-law, ANN M. WETMORE, is not
living at the time of distribution, this twenty-five
percent (25%) shall be added to and distributed
as a part of (b )(i) immediately above.
7
099999-00005/May 5, 1999/HAJIPAR/102867
C. Fifty percent (50%) of the Trust Assets, that is, the total less the
Five Thousand Dollars ($5,000.00) referred to in Paragraph 5A
above, shall be distributed as follows:
(a) If my daughter, MARGARET W. CHAPPENS, is
living at the time of distribution, said fifty percent (50%)
shall be distributed as follows:
(i) Trustees shall hold twelve and one-half (12-
1/2%) percent in trust for the then living children
of my daughter, MARGARET W. CHAPPEN.
The Trustees, as they in their sole discretion
determine, may distribute income and principal
for said children's support, health, education and
maintenance; said latter item may include the
distribution for or toward the purchase of a
residential dwelling for said child's personal use.
This Trust shall terminate when the youngest
living child attains the age of twenty-four (24)
years and the then remaining principal and
undistributed income shall be divided into such
numbers of shares so that there shall be one share
for each said child of MARGARET W.
CHAPPEN then living and one share for the
then living issue (as a group) of each deceased
child of MARGARET W. CHAPPEN and
distributed. The share for the living issue shall
8
099999-00005/May 5, 1999/HAJIPAR/102867
be distributed, per stirpes. It is my desire, but not
my command, that distributions be substantially
equal and toward that end upon termination the
Trustees may add the amount distributed for the
purchase of a residential dwelling unit (if any) to
the Trust Assets. Said total shall then be divided
by the total number of shares to be distributed
with the amount of a prior residential distribution
being deducted from the share of the child who
received same.
(ii) Thirty-seven and one-half (37-1/2%) percent to
my daughter, MARGARET W. CHAPPEN.
(b) If my daughter, MARGARET W. CHAPPEN, is not
living at the time of distribution, said fifty percent (50%)
shall be distributed as follow:
(i) Trustees shall hold twenty-five percent (25%) in
trust for the then living children of my daughter,
MARGARET W. CHAPPEN. The Trustees, as
they in their sole discretion determine, may
distribute income and principal for said children's
support, health, education and maintenance; said
latter item may include the distribution for or
toward the purchase of a residential dwelling for
said child's personal use. This Trust shall
9
099999-00005/May 5, 1999/HAJIPAR/102867
terminate when the youngest living child attains
the age of twenty-four (24) years and the then
remaining principal and undistributed income
shall be divided into such numbers of shares so
that there shall be one share for each said child of
MARGARET W. CHAPPEN then living and
one share for the then living issue (as a group) of
each deceased child of MARGARET W.
CHAPPEN and distributed. The share for the
living issue shall be distributed, per stirpes. It is
my desire, but not my command, that
distributions be substantially equal and toward
that end upon termination the Trustees may add
the amount distributed for the purchase of a
residential dwelling unit (if any) to the Trust
Assets. Said total shall then be divided by the
total number of shares to be distributed with the
amount of a prior residential distribution being
deducted from the share of the child who
received same.
(ii) If my son-in-law, THEODORE CHAPPEN, is
living at the time of distribution, twenty-five
percent (25%) to said son-in-law. If said son-in-
law, THEODORE CHAPPEN, is not living at
the time of distribution, this twenty-five percent
10
,~
099999-00005/May 5, 1999/HAJ/PARl102867
(25%) shall be added to and distributed as a part
of (b )(i) immediately above.
ITEM IV: Should my wife, VIRGINIA WILLIAMS WETMORE, fail to
survive me, I give, devise and bequeath the rest, residue and remainder of my estate of
every nature and wherever situate to those who would have been distributees of the Trust
Assets had she survived as provided in Item III, B 5.
ITEM V: All federal, state and other taxes payable because of my death, with
respect to property forming my gross estate for tax purposes, whether or not passing under
this Will, including any interest or penalty imposed in connection with such tax shall be
considered a part of the expense of the administration of my estate and shall be paid from
that part of my residuary estate passing under Item III B. hereof without apportionment or
right of reimbursement. All such taxes on present or future interest shall be paid at such
time or times as my personal representative may think proper, regardless of whether such
taxes are then due.
ITEM VI: The interest of the beneficiaries hereunder or the beneficiaries of any
Trust created herein shall not be subject to anticipation or to voluntary or involuntary
alienation.
ITEM VII: My personal representative and Trustees shall have the following
powers in addition to those vested in them by law and by other provisions of my Will
applicable to all property, whether principal or income, including property held for minor,
exercisable without court approval and effective until actual distribution of all property:
11
099999-00005/May 5, 1999/HAJ/P AR/1 02867
'.
A. To have full authority to deal with any business interest as freely as I might in
my lifetime.
B. To make distribution in cash or in kind, or partly in cash and partly in kind,
and in such manner as they may determine.
C. To retain any or all of the assets of my estate, real or personal, without
restriction to investments authorized for Pennsylvania fiduciaries, as they
deem proper, without regard to any principle of diversification or risk.
D. To invest in all forms of property without restriction to investments
authorized for Pennsylvania fiduciaries, as they deem proper, without regard
to any principle of diversification or risk.
E. To sell at public or private sale, to exchange, or to lease for any period of time
any real or personal property and to give options for sales, exchanges or
leases, for such prices and upon such terms or conditions as they deem proper.
F. To allocate receipts and expenses to principal or income or partly to each as
they from time to time think proper.
G. To borrow from or to sell to my Trustee even though such Trustees may be
my personal representative.
H. To compromise any claim or controversy.
12
099999-00005/May 5, 1999/HAJIP AR/1 02867
I. To choose the alternate valuation date for federal estate tax purposes, without
regard to whether the size of any marital deduction share will be increased or
decreased thereby, without requiring reimbursement.
1. To join with my spouse, or the personal representative of my spouse in filing
a joint income tax return without requiring my spouse or the estate of my
spouse to indemnify my estate against liability for the tax attributable to the
income of my spouse and to consent to any gifts made by my spouse during
my lifetime being treated as having been made one-half (1/2) by me for
purposes of the Federal Gift Tax law.
ITEM VIII: If at the time of my death my wife, VIRGINIA WILLIAMS
WETMORE, is not living, or if at the time of my wife's death if she does survive me, I
have no then living issue I give, devise and bequeath all the rest, residue and remainder of
my estate of every nature and wherever situate as follows:
A. Ten Thousand Dollars ($10,000.00) to the Bethesda Mission, of Harrisburg,
B. The balance of said rest, residue and remainder is to be divided equally
among the following: Mount Calvary Episcopal Church, Camp Hill,
Pennsylvania; Marysville College, Marysville, Tennessee; Westminster
College, New Wilmington, Pennsylvania; Temple University School of
Medicine, Philadelphia, Pennsylvania; and University of Pittsburgh School of
Medicine, Pittsburgh, Pennsylvania.
13
099999-00005/May 5, 1999/HAJ/PARl102867
ITEM IX: I appoint my son, EDWARD A. WETMORE and my daughter,
MARGARET W. CHAPPEN, as Trustees of any Trust created by me in this my Last
Will. Should EDWARD A. WETMORE fail to qualify or cease to act as Trustee, I
appoint my wife, ANN M. WETMORE, as Trustee in his stead. Should MARGARET
W. CHAPPEN fail to qualify or cease to act as Trustee, I appoint her husband,
THEODORE CHAPPEN, to serve as Co-Trustee in her stead. The survivor of any named
Trustee who qualified to act, may act as Co-Trustee or the sole Trustee. If my Trustees or
Trustee determine in their sole discretion that the amounts in any Trust make it impractical
to continue to hold the assets in Trust, the Trustees or Trustee may at that time distribute the
Trust Assets to those who are then allowed distributions of income by the Trustees or
Trustee.
ITEM X: I appoint my wife, VIRGINIA WILLIAMS WETMORE, Executrix
of this my Last Will. Should my wife, VIRGINIA WILLIAMS WETMORE, fail to
qualify or cease to act as Executrix, I appoint my son, EDWARD A. WETMORE, and my
daughter, MARGARET W. CHAPPEN, or the survivor thereof Executors of this my Last
Will. In the event none of the aforementioned qualifies or ceases to act as the personal
representative of my estate, I appoint PNC BANK, N.A. as Executor of this my Last Will.
14
099999-00005/May 5, 1999/HAJIPAR/102867
IN WITNESS WHEREOF, I hereunto set my hand and seal this //J..t.anayof
~ ,19'71..
_~.~IfsEAL)
ST~E~ M TMORE
Signed, sealed, published and declared by the above-named Testator, as and for his
Last Will and Testament, in the presence of us, who, at his request, in his presence and in
the presence of each other have hereunto subscribed our names as witnesses.
15
099999-00005/May 5, 1999/HAJ/PARl102867
"
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND
We, STANLEY M. WETMORE, ~ .Q .~ and
-.R ~ ~ ~ ~ '~ ' the Testator and the witn s, respectfully, whose
names are signed to the che r foregoing instrument, being first duly sworn, to hereby
declare to the undersigned authority that the Testator signed and executed the instrument as
his Last Will and that he had signed willingly and that he executed it as his free and
voluntary act for the purposes therein expressed, and that each of the witnesses, in the
presence and hearing of the Testator, signed the Will as witness and that to the best of
his/her knowledge the Testator was at that time eighteen years of age or older, of sound
mind and under no constraint or undue influence.
Sworn to or affirmed to and subscribed to before me by STANLEY M.
WETMORE, Testator, and ~ ~ ~ . and
.(Z~~. ~\ ~ ... () . , Wititesses, this "\ ~"\:)('\ day of
~~ . (J , 1999.
s:)~~ ~
Notary Public ..
My Commission Expires:
NOTARIAL SEAL
16 DIANNE LENIG, Notary Public
Lemoyne Borough Cumberland Co.
My Commission Expires Dec. 21, 2001
02\ O"l OlDlalt
RENUNCIATION
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STANLEY M. WETMORE
. Deceased
I,
VIRGINIA WILLIAMS WETMORE
. in my capacity/relationship as
of the above Decedent, hereby renounce the right to
(Print Name)
the appointed Executrix under the Will
administer the Estate of the Decedent and respectfully request that Letters be issued to
EDW ARD A. WETMORE, the appointed alternate Executor
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21 4 Bethany West, 5124 Wilson Lane
(Street Address)
Mechanicsburg, P A 17055
(City. State. Zip)
Executed in Register's Office
Sworn to or affirmed and subscribed
before me this day
of
Executed out of Register's Office
Before the undersigned personally appeared the
party executing this renunciation and certified
that he or she executed the renunciation for the /'
purpos~tated within on this d I S~ day
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Deputy for Register of Wills
OfARlAL SEAL
Susan D. Kashmere, Notary Public
Lower Paxton Twp., Dauphin County
My commission expires April 18, 2008
(Signature and Seal of Notary or other offic qua I Ie 0
administer oaths. Show date of expiration of Notary's Commission.)
otary Public
My Commission Expires:
Farm R W-06 rev. 10.13. 06
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RENUNCIATION
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Estate of
STANLEY M. WETMORE
. Deceased
I,
MARGARET W. CHAPPEN
. in my capacity/relationship as
of the above Decedent, hereby renounce the right to
(Print Name)
the appointed alternate Executor under the Will
administer the Estate of the Decedent and respectfully request that Letters be issued to
EDW ARD A. WETMORE, the appointed alternate Executor
7 / 3/67
(Date)
(Street Address)
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(City, Stale. Zip)
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Executed in Register's Office
Sworn to or affirmed and subscribed
before me this day
of
Deputy for Register of Wills
Executed out of Register's Office
Before the undersigned personally appeared the
party executing this renunciation and certified
that he or she executed the renunciatiora.or the
purp':js stated within on this _", r: day"--
of lLU.t . 0\001
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Notary PublIc
My Commission Expires:
(Signature and Seal of Notary or other official qualified to
administer oaths, Show date of expiration of Notary's Commission.)
Form RW-06 rev. 10.13.06
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Kathy L. KIne. Notary Public
New Berlin Boro. Union County
My Commission Expires Oct. 3, 2007
Member. Pennsylvania Association Of Notartes